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Farther Finance Advisors, LLC: FDL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Farther Finance Advisors, LLC on FDL, newest first. How the timeline and the estimate are built.

Farther Finance Advisors, LLC held 141,846 FDL shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 141,846 shares
    Change vs previous 13F +304 shares

    0.05% of the 13F portfolio, value $6,966,066.

    13F-HR 0001992825-26-000006 filed by Farther Finance Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 141,542 shares
    Change vs previous 13F -9,769 shares

    0.05% of the 13F portfolio, value $6,887,452.

    13F-HR 0001992825-26-000004 filed by Farther Finance Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 151,311 shares
    Change vs previous 13F +11,301 shares

    0.07% of the 13F portfolio, value $7,601,869.

    13F-HR 0001992825-26-000003 filed by Farther Finance Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 140,010 shares
    Change vs previous 13F +48,957 shares

    0.07% of the 13F portfolio, value $6,208,050.

    13F-HR 0001992825-26-000001 filed by Farther Finance Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 91,053 shares
    Change vs previous 13F +18,857 shares

    0.06% of the 13F portfolio, value $3,952,607.

    13F-HR 0001992825-25-000010 filed by Farther Finance Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-06-30
    13F 72,196 shares
    Change vs previous 13F +36,954 shares

    0.06% of the 13F portfolio, value $3,022,854.

    13F-HR 0001992825-25-000006 filed by Farther Finance Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2025-03-31
    13F 35,242 shares
    Change vs previous 13F -4,418 shares

    0.04% of the 13F portfolio, value $1,521,039.

    13F-HR 0001992825-25-000004 filed by Farther Finance Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-12-31
    13F 39,660 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,596,702.

    13F-HR 0001992825-25-000001 filed by Farther Finance Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).